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MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $15.6B
1-Year Est. Return 71.29%
This Fund
S&P 500
This Quarter Est. Return
+9.26%
1 Year Est. Return
+71.29%
3 Year Est. Return
+173.57%
5 Year Est. Return
+196.76%
10 Year Est. Return
+800.33%
AUM
$11.6B
AUM Growth
+$2.34B
Cap. Flow
+$1.76B
Cap. Flow %
15.16%
Top 10 Hldgs %
48.02%
Holding
392
New
68
Increased
85
Reduced
97
Closed
46

Top Buys

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$759M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$244M
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$176M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$119M
5
CQQQ icon
Invesco China Technology ETF
CQQQ
+$99.3M

Top Sells

Rank Stock Value
1
KBWB icon
Invesco KBW Bank ETF
KBWB
+$121M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$87.4M
3
LLY icon
Eli Lilly
LLY
+$70.5M
4
AAPL icon
Apple
AAPL
+$64.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$58.2M

Sector Composition

Rank Sector Weight
1 Technology 25.47%
2 Healthcare 12.26%
3 Communication Services 6.94%
4 Consumer Discretionary 5.17%
5 Utilities 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
51
Visa
V
$671B
$34.2M 0.29%
97,458
+746
+0.8% +$254K
EQIX icon
52
Equinix
EQIX
$105B
$33.3M 0.29%
43,500
– –
SPIB icon
53
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$32.2M 0.28%
953,744
+72,078
+8% +$2.44M
MS icon
54
Morgan Stanley
MS
$342B
$32.2M 0.28%
181,397
-557
-0.3% -$92.9K
SPY icon
55
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$31.8M 0.27%
46,683
+1,263
+3% +$854K
GILD icon
56
Gilead Sciences
GILD
$168B
$31.8M 0.27%
259,000
– –
MA icon
57
Mastercard
MA
$490B
$31.4M 0.27%
55,065
-43
-0.1% -$24K
GLBE icon
58
Global E Online
GLBE
$6.81B
$30.5M 0.26%
775,000
– –
JEF icon
59
Jefferies Financial Group
JEF
$12.6B
$24.7M 0.21%
398,000
-400,000
-50% -$22.9M
CLBT icon
60
Cellebrite
CLBT
$3.8B
$24.3M 0.21%
1,350,000
+300,000
+29% +$5.39M
PANW icon
61
Palo Alto Networks
PANW
$315B
$24M 0.21%
130,373
-2,852
-2% -$575K
VRNS icon
62
Varonis Systems
VRNS
$4.82B
$24M 0.21%
732,189
+409,966
+127% +$17.2M
SMWB icon
63
Similarweb
SMWB
$770M
$23.3M 0.2%
3,106,157
– –
ADBE icon
64
Adobe
ADBE
$103B
$21.9M 0.19%
62,480
-121
-0.2% -$41.2K
MBLY icon
65
Mobileye
MBLY
$7.48B
$20.9M 0.18%
1,999,090
– –
MNDY icon
66
monday.com
MNDY
$3.63B
$20.5M 0.18%
139,009
+60,000
+76% +$10.1M
QQQ icon
67
Invesco QQQ Trust
QQQ
$481B
$20.4M 0.18%
33,113
+1,066
+3% +$654K
ESLT icon
68
Elbit Systems
ESLT
$36.5B
$18.6M 0.16%
32,100
– –
SSYS icon
69
Stratasys
SSYS
$767M
$18.5M 0.16%
2,130,983
– –
URGN icon
70
UroGen Pharma
URGN
$2.39B
$18.1M 0.16%
770,909
– –
AZN icon
71
AstraZeneca
AZN
$246B
$17.8M 0.15%
97,000
– –
TATT icon
72
TAT Technologies
TATT
$508M
$17.3M 0.15%
386,996
+185,574
+92% +$7.59M
FROG icon
73
JFrog
FROG
$10.4B
$17.1M 0.15%
274,047
– –
ETN icon
74
Eaton
ETN
$179B
$16.6M 0.14%
+52,000
New +$18.4M
IYW icon
75
iShares US Technology ETF
IYW
$25.4B
$16M 0.14%
79,900
-636
-0.8% -$127K
1 2
3
4 5

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CLGM
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Migdal Insurance & Financial Holdings's Q4 2025 Portfolio in Review

As of Q4 2025, Migdal Insurance & Financial Holdings held 392 positions worth $11.6B, up 25% from $9.29B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Migdal Insurance & Financial Holdings deployed $1.76B of net new capital in Q4 2025, opening 68 new positions and adding to 85 existing holdings. Its largest new stake was Invesco China Technology ETF: 1,825,600 shares worth $94.9M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 28% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was Invesco KBW Bank ETF, an estimated $121M trimmed.

  • Migdal Insurance & Financial Holdings's largest Q4 2025 buy was Invesco China Technology ETF: 1,825,600 shares worth $94.9M.
  • Migdal Insurance & Financial Holdings added most to Invesco NASDAQ 100 ETF in Q4 2025, an estimated $759M increase.
  • Migdal Insurance & Financial Holdings's biggest Q4 2025 reduction was Invesco KBW Bank ETF, cutting an estimated $121M.
  • Migdal Insurance & Financial Holdings fully exited Vertex Pharmaceuticals in Q4 2025, selling an estimated $29.4M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 48% of its $11.6B portfolio in Q4 2025.
  • Migdal Insurance & Financial Holdings opened 68 new positions and closed 46 in Q4 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 25% quarter-over-quarter to $11.6B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2025, filed 28 Jan 2026.